Sales Operations Associate

Primary Responsibilities

• Sales Pipeline & CRM Management: Maintain accurate, up-to-date HubSpot data, ensure data integrity for forecasting and reporting, and generate pipeline insights for leadership and board visibility.
• RFP & Proposal Coordination: Manage inbound RFPs end-to-end by coordinating cross-functional inputs, preparing responses, and ensuring timely, accurate delivery for leadership review.
• Outbound & Event Support: Research and scrub conference attendee lists to identify high-priority prospects, support outreach campaigns, and coordinate meetings and event logistics for the leadership team.
• Sales Enablement & Coordination: Prepare materials for meetings, capture notes and action items, and coordinate across teams to ensure alignment and timely follow-up.
• Addressable Market List Creation: Using criteria provided by the sales team, create prospect lists that fit the addressable market criteria, research prospect details, including decision maker and broker / consultant contacts, and load into HubSpot for future prospecting activities.
• External Meeting Coordination: Assist with meeting scheduling for all external meetings for the sales team.

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 2+ years of experience in sales operations roles.
• Experience using HubSpot or a similar CRM platform.
• Strong proficiency in Microsoft Excel and PowerPoint.

Key Attributes for Success

• Ownership Mindset: Take responsibility for your work from start to finish, ensuring tasks are completed accurately and on time. Stay on top of details, follow through on commitments, and take initiative to keep work moving forward without needing constant direction.
• Organized & Forward-Thinking: Stay organized and manage multiple priorities effectively by planning ahead, tracking timelines, and anticipating what’s needed next. Bring structure to your work, ensuring projects, deliverables, and communications stay on track in a fast-paced environment.
• Clear & Collaborative Communicator: Communicate clearly and professionally across teams to gather information, share updates, and keep work aligned. Stay responsive, follow up proactively, and work well with others to ensure nothing falls through the cracks.

Other Important Details

• Compensation: Base salary range: $55,000 – $60,500 annually, depending on experience

• Benefits: medical, dental, vision, HSA with company contribution, 401k/Roth with company match, 15 days of PTO, and more.

• Hybrid Work: This position is remote with occasional travel to our Milwaukee, WI office.

• Equal Opportunity & Workplace Environment: We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees can thrive. We consider applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

• Reasonable accommodations will be provided to qualified individuals with disabilities throughout the hiring process and during employment.

• This role is primarily performed in a professional office environment and typically involves working at a desk using a computer, phone, and other standard office equipment. The position requires regular communication with colleagues and stakeholders through phone, video, and written channels, as well as the ability to perform work using a computer. The role may also involve occasional movement around the office. Additional hours may occasionally be required to support key projects or business needs.